Funding by Clarity (powered by Capitalise)
Proactively highlight funding requirements (before your client comes to you) and help them get funded in three quick and easy steps.
Compare the Market
You’ve likely seen Compare the Market adverts? Well now you can easily help your clients (and their plans) get funded. At the click of a button! Clarity‘s Portfolio View lets you see your entire client portfolio at a glance. It shows your clients key numbers and highlights those that may have a more urgent funding need. By sorting your clients by core cash gap, Portfolio View allows you to instantly identify the clients that you need to contact first.
In addition, it enables you to see future funding requirement so that you can help your clients secure a successful 2021 and beyond.
‘Planning to Funding’ in one conversation
By working with your clients to build an Action Plan and/or Financial Plan within Clarity will allow you to understand how any future plans may affect their cash position. Hence the need for funding. Timing is critical with the end of CBILS in January and unexpected tax bills due over the coming months. In order for small businesses to survive and thrive in 2021 and beyond, actionable strategies and business plans must be delivered together with a supporting loan or cash-flow solution. Put simply, Funding by Clarity means you can create a strategy and business plan for all your small business clients. Then, crucially, help them fund it. All within the same platform. The funding plan function uses the information you have collated with your client and presents the most suitable solutions.
3 Step Process
As Accountants, bookkeepers and advisors, you are best placed and have the necessary skills and perspective to help your clients as they consider and apply for a business loan. Your clients particularly need assistance qualifying their financial needs, quantifying current and projected performance. And finally presenting a winning loan package.
So, before you apply for funding, you can follow our three step process. It will make sure that you have covered the most important points and gathered the necessary information to ensure the best chance of success. Our process effectively creates a working paper for you. Furthermore, it helps you to manage the risk and position the work that you’re doing for them.
Get Started Today
And it’s live! Funding by Clarity is live NOW. Contact one of the team today to get started. Alternatively, watch our ON-DEMAND “how to” event. It showcases how to ensure the best chance of success for your clients and their funding needs using Clarity. Download it here.
Finally, this is a huge opportunity for accountants to generate additional revenue, build better relationships and to really help clients in their time of need.
